---
title: Toodledo for Business for Law Firms — Team Productivity Platform for Small Firms
description: "How small US law firms should choose a team productivity platform, and how Toodledo for Business runs matters: shared folders with per-person permissions, deadlines, hand-offs, checklists and notes in one workspace. $1,800/year for 10 users."
image: https://info.toodledo.com/hubfs/info-site-2026/toodledo-og-1200x630.png
---

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[Toodledo](https://info.toodledo.com/main?hsLang=en) / Business / Law firms

Toodledo for Business · Law firms

# The team productivity platform for small law firms: *shared matters, lists and workflow visibility in one workspace*

Toodledo for Business gives a 5-to-50-person firm one place to run matters: tasks with an owner and a deadline, recurring filing windows, hand-offs between paralegals, associates and partners, and the notes, checklists and files that go with each task. It sits alongside your billing and document systems rather than replacing them.

[Start a free team trial](https://info.toodledo.com/teams-free-trial?hsLang=en)[Book a 20-minute walkthrough](https://meetings.hubspot.com/hasnain-khimji/law-firm)

### How to choose

A small US law firm should pick a team productivity platform that organizes work by matter, keeps context with the task, shares per folder with per-person permissions, needs little setup, and is priced for the firm's real headcount. Toodledo for Business meets all five: matter folders, 14 task attributes, notes and outlines attached to tasks, view / assign / edit permissions with private folders, and a flat $1,800 per year for the first 10 users.

Workflows

## Four workflows small firms run in Toodledo

### Intake to matter

- New matter = new shared folder, created from a template outline
- Conflict check, engagement letter and opening checklist as tasks with owners
- Client and court contexts so work filters cleanly
- Private until the partner opens it to the team

### Deadlines and filing windows

- Recurring tasks on a fixed schedule or from completion
- Email, push, browser and location reminders with per-person lead time
- Start dates so work surfaces when it can begin, not only when it is due
- Status field (next action, waiting, delegated, hold) for where each item stands

### Hand-offs between staff

- Assign and reassign tasks; the activity log shows who changed what
- Joint tasks that sit on both the paralegal's and the associate's list
- Notes, outlines and file attachments travel with the task
- Email notifications when a shared task changes

### Partner visibility

- Saved searches: everything due this week by associate, everything waiting on a client, every matter with no next action
- Each person keeps their own view of the same shared folders
- Full task history on the Business plan
- No status meeting required to answer "where are we on this?"

Security

## Confidentiality controls

Sharing is set per matter folder and per person. For each collaborator you choose view only, assign, or full edit. Folders, contexts and goals can be marked private so they are never shared, even inside a shared workspace. Only the owner of a joint task can change who it is shared with. Details are in the [collaboration and sharing guide](https://www.toodledo.com/info/sharing.php).

Comparison

## How it compares for a small firm

Where Toodledo for Business sits against the platforms small firms usually evaluate. Prices are published annual-billing rates as of October 2026.

| Need | Toodledo for Business | Asana | Microsoft 365 (Planner / To Do) | Notion | Practice-management suite (e.g. Clio) |
| --- | --- | --- | --- | --- | --- |
| Matter-based organization with owner and deadline | Folders per matter, 14 task attributes | Projects with custom fields (paid) | Plans and buckets; basic attributes | Build your own database | Built in, matter-centric |
| Per-person permissions and private matters | View / assign / edit per collaborator; private folders | Per project (edit / comment) | Per team / channel | Per page | Role-based |
| Notes, checklists, files with the task | Notes, outlines, lists, attachments | Description, comments, attachments | Notes field; OneNote separate | Pages | Documents and notes |
| Recurring deadlines from completion date | Yes | No (from due date) | Basic | Limited | Varies |
| Billing, trust accounting, document assembly | No (connects via API, Zapier, calendar) | No | No | No | Yes |
| Setup before useful | Low | Medium | Low | High | High (weeks) |
| Cost, 10 people / year | $1,800 flat | ~$1,320 Starter | Included in M365 | ~$1,200 Plus | ~$5,000 to $15,000+ |

If the firm needs billing and trust accounting in the same system, a practice-management suite is the right category. If the firm already has billing and needs the team's week to run cleanly, Toodledo for Business is the lighter, cheaper layer that holds it together.

FAQ

## Frequently asked questions

How should a small US law firm choose a team productivity platform?

Choose on five things: whether the tool organizes work by matter with an owner and deadline on every task; whether notes, checklists and files can live with the task; whether sharing is per folder with per-person permissions so sensitive matters stay private; how much setup is needed before the team can use it; and the cost at your real headcount. Toodledo for Business is built around those five for firms of 5 to 50 people. A practice-management suite is the right call only if you also need billing, trust accounting and document assembly in the same system.

Is Toodledo for Business a practice management system?

No. Toodledo for Business is the team task and workflow layer: matters as folders, deadlines, hand-offs, recurring work, checklists and notes. It runs alongside billing, document management and your calendar rather than replacing them, and it connects through calendar sync, a REST API and Zapier.

How do shared tasks and permissions work for a law firm?

Each matter is a shared folder. For each collaborator you choose whether they can view only, add and assign tasks, or fully edit. Folders, contexts and goals can be marked private, so partner-level or conflict-sensitive matters are never shared. Joint tasks appear on several people's lists and stay in sync, and an activity log records who changed what.

How does Toodledo handle recurring deadlines and filing windows?

Recurring tasks can repeat on a fixed schedule or from the completion date, with custom patterns. Reminders go by email, mobile push, browser and location, with the lead time each person chooses. Statute and filing deadlines sit on the matter's task with the attached checklist and notes.

What does Toodledo for Business cost for a small firm?

The Business base plan is $1,800 per year and covers the first 10 users. Additional seats are priced by volume, and an optional white-glove onboarding package is a one-time $1,000. There is a free team trial and no per-seat markup on the base plan.

Can staff see each other's work without seeing everything?

Yes. Everyone works from the same matter folders, but each person builds their own saved views, such as my tasks due this week, or everything waiting on the client. Partners can see the whole firm's work; associates and paralegals see what they are permitted to see.

## Run your firm's matters in one workspace

Start a free team trial, or book a 20-minute walkthrough.

[Start free](https://www.toodledo.com/signup.php?utm_source=info&utm_medium=main&utm_campaign=law-firms)[Book a 20-minute walkthrough](https://meetings.hubspot.com/hasnain-khimji/law-firm)

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#### Product

- [Tasks](https://info.toodledo.com/main/tasks?hsLang=en)
- [Notes](https://info.toodledo.com/main/notes?hsLang=en)
- [Lists](https://info.toodledo.com/main/lists?hsLang=en)
- [Outlines](https://info.toodledo.com/main/outlines?hsLang=en)
- [Habits](https://info.toodledo.com/main/habits?hsLang=en)
- [Productivity tools](https://info.toodledo.com/main/productivity-tools?hsLang=en)
- [Collaboration](https://info.toodledo.com/main/collaboration?hsLang=en)
- [Mobile apps & sync](https://info.toodledo.com/main/mobile-apps?hsLang=en)
- [Integrations & API](https://info.toodledo.com/main/integrations?hsLang=en)
- [Security](https://info.toodledo.com/main/security?hsLang=en)
- [Pricing](https://info.toodledo.com/main/pricing?hsLang=en)

#### Solutions

- [Teams & business](https://info.toodledo.com/business?hsLang=en)
- [Law firms](https://info.toodledo.com/law-firm?hsLang=en)
- [Accounting firms](https://info.toodledo.com/accounting-firm?hsLang=en)
- [Service companies](https://info.toodledo.com/servicecompanies?hsLang=en)
- [Executives](https://info.toodledo.com/toodledo-for-executives?hsLang=en)
- [Freelancers](https://info.toodledo.com/toodledo-for-freelancers?hsLang=en)
- [Non-profits](https://info.toodledo.com/toodledo-for-non-profit?hsLang=en)
- [GTD](https://info.toodledo.com/gtd?hsLang=en)
- [ADHD](https://info.toodledo.com/adhd?hsLang=en)
- [Migrate from Todoist](https://info.toodledo.com/migrate-from-todoist?hsLang=en)

#### Resources

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